XLV

Health Care Select Sector

Latest period2024 - Q4Total superinvestors289

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 289 superinvestors own shares of Health Care Select Sector (XLV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Health Care Select Sector (XLV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Health Care Select Sector (XLV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Health Care Select Sector (XLV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -5.59%
0.3%
$12.786M
92,939 shares@ 137.57 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 5.53%
0.34%
$11.795M
85,740 shares@ 137.58 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Increased 0.59%
1.84%
$10.967M
79,725 shares@ 137.57 avg price
James M Cousins@Silverleafe Capital Partners, Llc
Recent Activity
Increased 19.67%
3.48%
$10.934M
79,480 shares@ 137.58 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
Increased 2.27%
5.21%
$10.3M
74,872 shares@ 137.58 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 9.89%
5.39%
$10.255M
74,542 shares@ 137.57 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
Increased 1.85%
3.19%
$9.897M
71,943 shares@ 137.58 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 4.59%
1.5%
$9.784M
71,121 shares@ 137.57 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 1.46%
0.41%
$9.41M
68,403 shares@ 137.58 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 13.33%
0.17%
$9.064M
65,885 shares@ 137.58 avg price